Kingswood Wealth Advisors’s Strategy Shares Nasdaq 7HANDL Index ETF HNDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$221K Sell
2024
Q4
$482K Buy
2024
Q3
$247K Sell
2024
Q2
$329K Sell
2024
Q1
$390K Sell
2023
Q4
$385K Buy
2023
Q3
Sell
2023
Q2
$378K Buy